Compare AU
Compare QUAL vs. IOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the MSCI Global 'Quality' (ex-AUS) (QUAL) and the S&P Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 698 |
Median incremental investment | $858.17 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $2,345.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUAL | IOZ | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.4 % | 0.05 % |
Key Summary
QUAL | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.05 % |
Price | $58.87 | $33.51 |
Size | $6.842 billion | $6.311 billion |
10Y return | 261.17 % | 48.21 % |
Annual distribution yield (5Y) | 1.85 % | 5.36 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | IOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 698 |
Median incremental investment | $858.17 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $2,345.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUAL | IOZ | |
|---|---|---|
Pros |
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Cons |
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QUAL | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |